+1,084.0%
SMCI vs AMC
-98.7%
+1,182.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.2% | +10.7% | +9.5% |
| 7D | +2.8% | -2.8% | +5.6% | +2.9% |
| 30D | -23.9% | +14.0% | -37.9% | -24.2% |
| 3M | -3.7% | +42.5% | -46.2% | -4.8% |
| 6M | -9.2% | +142.6% | -151.8% | -12.1% |
| YTD | +4.0% | +119.2% | -115.3% | +0.9% |
| 1Y | -21.6% | +40.7% | -62.4% | -23.1% |
| 3Y | +14.4% | -57.3% | +71.7% | +13.7% |
| 5Y | +586.8% | -99.1% | +685.9% | +612.7% |
| All | +1,084.0% | -98.7% | +1,182.8% | +1,100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling